Financial Advisor

A leading regional financial planning firm are looking for an additional Adviser to join their team in Carlisle to cover Cumbria. With an established Planning team and one to one in the paraplanning function you will work on a portfolio from a retiring Adviser. Clients can be from accumulation phase through to post retirement with no defined lower or upper limit. You will receive a portfolio of c. £40m AUM with clients broadly in the £300k to £3m space.

Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.

Package

* You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

The company

* Leading regional IFA firm in Carlisle.

The Role

* Portfolio reviews with existing clients.

* Working with partners in the professional practice to identify additional opportunities.

* Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.

* Maintaining up to date and compliant client files in conjunction with the technical team.

* Keeping up to date CPD

* Actively seeking out new client opportunities as required

The candidate

* Diploma Level 4 as a minimum, ideally working towards Chartered

* Ability to manage and maximise portfolios, in line with TCF and FCA requirements

* Knowledge of general planning and also ideally VCT, EIS and IHT matter.

Next steps

* Apply with a CV to below email for confidential discussion and review of opportunity and process